We believe that everyone deserves a secure financial future. We are a team of financial advisors with 26 years of experience helping individuals, families, and businesses make informed decisions that drive long-term success. Serving clients is our passion and the reason we are in the business. Nothing excites us more than helping our clients achieve their dreams.
In today's fast-paced world, financial planning has become more important than ever before. From securing one's future to managing assets, the demand for reliable wealth management firms has increased dramatically.
Shree Siddhivinayak Investment & Realty (SSIR), founded by Mr. Dilip Agrawal, has been managing the wealth of over 750 families. Their mission is to help families create wealth for the long term. SSIR has become a popular choice for individuals seeking expert financial advice.
What sets SSIR apart is its positive office culture and calm behaviour of the entire team. Our clients feel comfortable discussing their queries with the Relationship Managers or the Business Heads, thanks to the welcoming environment that SSIR has created. Mr. Dilip Agrawal believes that it is necessary to understand the client’s requirements and provide appropriate solutions for financial needs.
The management team shares a common vision for SSIR, which is to provide their clients with the best possible financial solutions and help them achieve their goals. With a strong team with varied expertise and experience, SSIR is now even better equipped to serve their clients and meet their needs.
SSIR's dedication to excellence, personalized attention, and continuous learning have helped them establish themselves as a leading financial advisory firm. Their commitment to giving back to society has also helped them earn the respect and trust of their clients.
Our experience, qualifications & skills enable us to understand you and your needs, and then offer you the right strategies & solutions to achieve your financial goals. We come equipped with the right attitude, people, processes and technology to ensure higher levels of satisfaction and service quality. In transactions, we work systematically to find & ensure quick resolution of any queries or complaints.
Clients expect distributors to guide and help them achieve their goals, and SSIR does just that. One of the reasons behind SSIR's success is the team's commitment to staying up-to-date with the latest industry trends and best practices.